Tupelo, MSCIK 17618714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
239 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 763.4K | $255.94M | 18.3% | +3.3K | Added |
| 2 | Vanguard Index Fds | 281.1K | $176.32M | 12.6% | +714 | Added |
| 3 | Ishares Tr | 1.60M | $135.09M | 9.6% | +17.6K | Added |
| 4 | Jpmorgan Chase & Co. |
| 401.0K |
| $129.20M |
| 9.2% |
| +104 |
| Added |
| 5 | Vanguard Charlotte Fds | 1.39M | $67.22M | 4.8% | +92.9K | Added |
| 6 | Schwab Strategic Tr | 1.06M | $48.08M | 3.4% | +24.8K | Added |
| 7 | Apple Inc | 134.8K | $36.64M | 2.6% | +668 | Added |
| 8 | Vanguard Star Fds | 385.7K | $29.10M | 2.1% | −8.9K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 36 | $27.17M | 1.9% | 0 | Held |
| 10 | Vanguard Scottsdale Fds | 310.1K | $24.72M | 1.8% | +52.3K | Added |
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